Clearstead Trust’s Toronto Dominion Bank TD Stock Holding History

Clearstead Trust’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Sell	2,396 -4	-0.2%	-$438	0.04%	157
2026 Q1	$224K	Hold	2,400	–	–	0.04%	169
2025 Q4	$226K	Hold	2,400	–	–	0.04%	182
2025 Q3	$192K	Sell	2,400 -648	-21%	-$48.6K	0.03%	186
2025 Q2	$224K	Buy	3,048 +2,648	+662%	+$173K	0.04%	164
2025 Q1	$24K	Buy	+400	New	+$23.3K	0.01%	336
2023 Q2	–	Sell	-21	Closed	-$1.26K	–	402
2023 Q1	$1.26K	Sell	21 -138	-87%	-$8.92K	﹤0.01%	352
2022 Q4	$10K	Hold	159	–	–	﹤0.01%	310
2022 Q3	$10K	Buy	+159	New	+$10.3K	﹤0.01%	290

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Clearstead Trust's TD Position: Q2 2026 in Review

Clearstead Trust reduced its Toronto Dominion Bank (TD) stake by 0.17% in Q2 2026, selling an estimated $438 and leaving 2,396 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #157.

Clearstead Trust first reported a position in TD in Q3 2022 and has held it in 9 quarters since. 899 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Clearstead Trust held 2,396 shares of Toronto Dominion Bank worth $291K as of Q2 2026.
Clearstead Trust sold 4 Toronto Dominion Bank shares in Q2 2026, an estimated $438.
Toronto Dominion Bank made up 0.04% of Clearstead Trust's portfolio in Q2 2026, its #157 holding.
Clearstead Trust first reported a position in Toronto Dominion Bank in Q3 2022 and has held it in 9 quarters since.
899 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.